HOWA
LST

Heritage Oak Wealth Advisors’s Leuthold Select Industries ETF LST Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio LST Stock Details LST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-99,553
Closed -$4.03M – 112
2026
Q1 		$4.03M Buy
+99,553
New +$4.16M 1.28% 13

Other funds holding LST

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Heritage Oak Wealth Advisors's LST Position: Q2 2026 in Review

Heritage Oak Wealth Advisors sold out of Leuthold Select Industries ETF (LST) in Q2 2026, closing a stake of 99,553 shares — an estimated $4.03M sold.

Heritage Oak Wealth Advisors first reported a position in LST in Q1 2026 and held it in 1 quarter. The position peaked at $4.03M in Q1 2026. 10 funds tracked by Wall St. Rank hold LST as of Q2 2026.

  • Heritage Oak Wealth Advisors reported no remaining Leuthold Select Industries ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 99,553 Leuthold Select Industries ETF shares in Q2 2026, an estimated $4.03M.
  • Heritage Oak Wealth Advisors first reported a position in Leuthold Select Industries ETF in Q1 2026 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Leuthold Select Industries ETF position peaked at $4.03M in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Leuthold Select Industries ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.